Petix & Botte Co

Position in VIG — Vanguard Dividend Appreciation ETF

CIK 1803255 LA MESA, CA

Position in VIG

as of Mar 31, 2026 · filed Apr 30, 2026 Compact

Position Value

$1,972,745

+$484,615 QoQ

Shares Held

9,173

+35.5% QoQ

Ownership

—

of shares outstanding

% of Portfolio

2.85%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$986,265	4,586	—	Principal	Sole	2026-04-30
2026-03-31	$986,480	4,587	-32.3%	Shares	Sole	2026-04-30
2025-12-31	$1,488,130	6,771	-1.4%	Shares	Sole	2026-02-05
2025-09-30	$1,481,614	6,866	-35.0%	Shares	Sole	2025-11-21
2025-06-30	$2,160,701	10,557	-24.1%	Shares	Sole	2025-08-08
2025-03-31	$2,696,654	13,901	+0.0%	Shares	Sole	2025-05-13
2024-12-31	$2,722,037	13,900	-2.9%	Shares	Sole	2025-01-21
2024-09-30	$2,835,823	14,318	+0.0%	Shares	Sole	2024-10-18
2024-06-30	$2,613,385	14,316	+100.0%	Shares	Sole	2024-08-13
2024-03-31	$1,307,122	7,158	-49.1%	Shares	Sole	2024-05-06
2023-12-31	$2,397,868	14,072	+0.0%	Shares	Sole	2024-02-06
2023-09-30	$2,185,575	14,066	+0.0%	Shares	Sole	2023-11-15
2023-06-30	$2,284,090	14,062	+95.0%	Shares	Sole	2023-08-14
2023-03-31	$1,110,720	7,212	-2.8%	Shares	Sole	2023-05-15
2022-09-30	$1,002,752	7,419	-4.5%	Shares	Sole	2022-10-14
2022-06-30	$1,114,618	7,769	-52.5%	Shares	Sole	2022-08-04
2022-03-31	$2,650,667	16,346	+100.0%	Shares	Sole	2022-04-26
2021-12-31	$1,403,369	8,171	-65.6%	Shares	Sole	2022-02-11
2021-09-30	$3,650,150	23,764	+92.7%	Shares	Sole	2021-11-12
2021-06-30	$1,909,025	12,333	-0.3%	Shares	Sole	2021-07-29
2021-03-31	$1,818,791	12,366	-8.0%	Shares	Sole	2021-05-24
2020-12-31	$1,898,030	13,445	-6.8%	Shares	Sole	2021-01-29
2020-09-30	$1,855,405	14,421	-54.1%	Shares	Sole	2020-10-30
2020-06-30	$3,683,318	31,433	+119.2%	Shares	Sole	2020-08-07
2020-03-31	$1,482,715	14,341	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.